Mayar Capital Becomes United Nations-Supported PRI Signatory

Mayar Capital has announced that it has become a signatory of the United Nations-supported Principles for Responsible Investment (PRI), joining the leading international network of institutional investors committed to including environmental, social and governance (ESG) factors in their investment decision making.

Eight years ago, Mayar Capital was established with a set of founding principles that include an ethical approach to global equity investing. By adding the Mayar name to the over 2,000 signatories who have agreed to put into practice the PRI’s six principles for responsible investing, Mayar has cemented its responsible investing credentials.

Managing Director, Abdulaziz Alnaim commented: “We believe that an ethical-owner approach is essential for generating long-term returns. Our assessment of the sustainability of a business and its intrinsic value are indivisible. By thinking like business owners, we will only invest in companies consistent with both our ethical and investing values. We are delighted to reaffirm Mayar's pledge to be responsible investors by becoming a signatory of the Principles for Responsible Investment.

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"We are delighted to welcome Mayar Capital to the PRI," said CEO Fiona Reynolds, "and applaud their commitment to the importance of sustainable investment practices. We look forward to working with them in the coming months."

The PRI was formed in 2005 when then-UN Secretary General Kofi Annan asked a group of the world’s largest institutional investors to help draft the Principles for Responsible Investment. The 20 people in the investor group — drawn from institutions in 12 countries — were supported by an additional 70 investment, governmental, social and environmental experts and the PRI was launched in April 2006 at the New York Stock Exchange.

The Principles for Responsible Investment, voluntary and aspirational, aim to improve understanding of the implications of sustainable investing and support signatories to incorporate ESG issues into their decision making and ownership practices.

The six key principles are:

Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes.

Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.

Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.

Principle 4: We will promote acceptance and implementation of the Principles within the investment industry.

Principle 5: We will work together to enhance our effectiveness in implementing the Principles.

Principle 6: We will each report on our activities and progress towards implementing the Principles.

ABOUT MAYAR CAPITAL

Mayar Capital aims to generate excess returns over the long term by applying a disciplined value investing strategy across global securities markets. Mayar Capital, its subsidiaries and affiliates, provide investment advisory and asset management services to institutions, family offices, and high net-worth individuals globally.

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

For more information about Mayar Capital visit www.mayarcapital.com

Marc Cox
Mayar Capital
+44 20 3735 5072
email us here

Mayar Wins at HFM Performance Awards 2019

The Mayar Fund (Bloomberg: MAYARFD KY), which is the flagship product of Mayar Capital, is amongst the winners at the HFM Performance Awards in London on 6th June 2019.

Having been nominated in the category Global equity long-term performance - under $500m, the Mayar Fund beat out strong competition to pick up the award. Winners can be found here https://hfmeuropeanperformanceawards.awardstage.com/#Winners_2019

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Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented ‘We have often highlighted that one of the Mayar Partnership Principles is a focus on long-term results. While this is a common refrain investors hear from Fund managers, we believe that to be recognised for performance over 5 years is testament to a philosophy that consistently emphasises results over longer investment horizons.

Since its inception in May 2011, Mayar Fund is up 117.29% net of all expenses and fees versus an 91.33% increase for the MSCI World Index. This corresponds to a 10.2% annualized rate of return for Mayar Fund, compared to 8.5% for the MSCI World Index.

For further information, please contact marc.cox@mayarcapital.com or on 44 20 3735 5072.

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

Reward And Risk

The concept of risk-adjusted returns is not new but is something which is embedded into the Mayar Fund process.

Indeed, the Mayar Partnership Principles explicitly reference the consideration of risk when looking to generate returns.

We will look at risk before return and will ignore high-risk opportunities regardless of potential payoffs.

That’s the principle. What about the practice? We think that the below chart, based on Citywire peer group data shows the application of the principle.

(Link to the Citywire data)

Source: Citywire Global Equity Peer Group as at 28th February 2019

Source: Citywire Global Equity Peer Group as at 28th February 2019

About Citywire

Citywire tracks, benchmarks and rates the career performance of over 10,000 fund managers globally.

FE Trustnet Award Mayar ‘5 Crown’ Rating

FE Crown Fund Ratings are quantitative ratings ranging from one to five designed to help investors identify funds which have displayed superior performance in terms of stock picking, consistency and risk control. 

The Mayar Fund factsheet can be found here. 

https://www.trustnetoffshore.com/Factsheets/Factsheet.aspx?fundCode=PWFUG&univ=DC 

A five FE Crown Fund Rating reflects the highest tier and identifies a fund which FE Trust Net think is of superior quality. 

Further details can be found on this link

 https://www2.trustnet.com/learn/learnaboutinvesting/FE-Crown-Fund-Ratings.html 

ABOUT FE TRUST NET 

FE Trustnet Offshore is the world’s first completely free website offering comprehensive prices, performance and key facts coverage of the global ‘offshore’ domiciled funds market. Featuring almost 15,000 detailed fund factsheets, the site provides access to a rich well of information including daily updated prices and performance statistics, asset allocation, holdings and fund manager details. Divided into three major databases, FE Trustnet Offshore is a powerful research tool for anyone investing in offshore mutual, offshore insurance or exchange traded funds, offering details on individual funds as well as comparative tools allowing you to consider funds within the context of their peer groups and other benchmarks. 

MAYAR CAPITAL LAUNCHES LOWER FEE LOYALTY SHARE CLASS

L is for Love, Loyalty & Lower Fees

The 14th of February is a day that celebrates love and loyalty. While love remains the purview of poets and artists, loyalty has long been recognised in the commercial world.

Twenty years ago, I received my first loyalty card which was for a supermarket. The innovation of loyalty cards recognises that consumers had a choice in where to shop and that loyalty should be rewarded.

Since that time, my loyalty cards have multiplied. I have three supermarket ‘loyalty’ cards and similar cards for my coffee, haircuts and even dry cleaning.

Asset managers have done very little to reward loyalty, despite the importance of long-term partnerships to investing success.  

That is why today Mayar Fund is launching its Loyalty Share class. Investors who have been our partners for three years or more will be entitled to invest any additional capital in the new Loyalty Share Class and enjoy a management fee of 0.5% and a 14% performance fee. 

One of our Partnership Principles is ‘Only Long-Term’ and Mayar wants to recognise and reward our partners who have exhibited the same outlook.

Thank you all for your continued loyalty and happy Valentine’s Day!

Sincerely,

Marc Cox

Head of Investor Relations, Mayar Capital

Please contact me at marc.cox@mayarcapital.com or on 44 20 3735 5072.

Mayar Fund 2018 Performance in Top 1% of Morningstar Category

The Mayar Fund (Bloomberg: MAYARFD KY), which is the flagship product of Mayar Capital Management Ltd, has been ranked in the top 1% of its Global Large-Cap Value Equity Morningstar category.

According to Morningstar data, the Mayar Fund returned 5.62% in 2018, outperforming the MSCI World benchmark by 10.9% and the median of the peer group by 14.3% (GBP terms, net of fees and expenses).

Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented, “While we do not manage the portfolio to outperform in discrete calendar years, it is pleasing to have preserved capital during a challenging year for markets. It reinforces our belief in a disciplined process, focusing on the long-term will enable us to generate returns for our clients over the market cycle.”

© 2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

For more information about Mayar Capital visit www.mayarcapital.com

Mayar Fund Awarded Lipper Leader Status

Mayar Fund a Lipper Leader in Total Return, Consistent Return and Preservation

Mayar Capital Management Ltd is pleased to announce that its flagship product, Mayar Fund (Bloomberg: MAYARFD KY), has been classified as a Lipper Leader over 3 and 5 years and since inception in the categories of Total Return, Consistent Return and Preservation.

Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented, “the Mayar team and I are very excited to be classified as a Lipper Leader. It further confirms our belief in Mayar Capital’s Partnership Principles which are key to our value investing strategy, inspire our investment process, and focus on the long-term.” He further added, “Although markets have endured a tough few months, market declines since October have brought valuations down to levels that we have not seen in many years. While I am not trying to call a bottom here, I also believe that one should invest when opportunities look very attractive and we have been doing just that”.

Mayar Fund’s (Bloomberg: MAYARFD KY) principal investment objective is to achieve long-term growth of capital by investing in equities and other securities to generate satisfactory risk-adjusted returns over the long term.

Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, you should not make an investment decision on the basis of this information. Rather, you should use the Lipper ratings for informational purposes only. Certain information provided by Lipper may relate to securities that may not be offered, sold or delivered within the United States (or any State thereof) or to, or for the account or benefit of, United States persons.

Lipper is not responsible for the accuracy, reliability or completeness of the information that you obtain from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates.

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

Aubrey Brocklebank Made Director at Mayar Capital

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Aubrey Brocklebank, who joined Mayar Capital from Odey Asset Management in 2015, has been appointed to Mayar Capital’s board of directors.

Since joining, Brocklebank has been Senior Research Analyst for the firm’s flagship Mayar Fund, which was recently rated 5 stars by Morningstar, topping its Global Large-Cap Value Equity category for 5-year performance to 31 October 2018.

According to Morningstar data (in GBP), the Fund has returned 88.5% net of fees to investors over the past five years, compared with a category average of 52.0% and benchmark return of 59.9%.

The appointment of Brocklebank to the Board comes in response to increased interest from institutional investors. Mayar recently announced the appointment of Marc Cox as Head of Investor Relations to lead Mayar’s asset raising effort in the institutional space.

Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented “We are enjoying significant momentum at Mayar, driven by our consistent performance. Aubrey’s promotion reflects the contribution he has made to this success and the importance that we as a firm place on detailed research on our investments. We are now of a scale to be of interest to institutional funds, and we are beginning to market to them in earnest. 2019 will be an exciting year for us.”

Mayar Fund’s (Bloomberg: MAYARFD KY) principal investment objective is to achieve long-term growth of capital by investing in equities and other securities to generate satisfactory risk-adjusted returns over the long term.

MORNINGSTAR RATING FOR FUNDS

This is a proprietary Morningstar data point.

Morningstar rates mutual funds and ETFs from 1 to 5 stars based on how well they've performed (after adjusting for risk and accounting for sales charges) in comparison to similar funds and ETFs.

Within each Morningstar Category, the top 10% of funds and ETFs receive 5 stars and the bottom 10% receive 1 star. Funds and ETFs are rated for up to three time periods-three-, five-, and 10-years and these ratings are combined to produce an overall rating. Funds and ETFs with less than three years of history are not rated.

Ratings are objective, based entirely on a mathematical evaluation of past performance. They're a useful tool for identifying funds and ETFs worthy of further research but shouldn't be considered buy or sell signals.

For more information visit: http://www.morningstar.com/InvGlossary/morningstar_rating_for_funds.aspx

Morningstar Rating as of 31/10/2018

© 2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

ABOUT MAYAR CAPITAL

Mayar Capital aims to generate excess returns over the long term by applying a disciplined value investing strategy across global securities markets. Mayar Capital, its subsidiaries and affiliates, provide investment advisory and asset management services to institutions, family offices, and high net-worth individuals globally.

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

For more information about Mayar Capital visit www.mayarcapital.com

Visit Mayar Fund’s profile on Morningstar at: http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000Z17Q

View source version on businesswire.com: http://www.businesswire.com/news/home/20171129005774/en/

Contacts

Mayar Capital
Marc Cox
marc.cox@mayarcapital.com

https://www.businesswire.com/news/home/20181203005330/en/Aubrey-Brocklebank-Director-Mayar-Capital

Mayar Capital hosts 2018 Annual Partners Meeting in London

LONDON, UNITED KINGDOM
August 31, 2018

Mayar Capital’s Abdulaziz Alnaim, and Greenmantle Economist Dimitris Valatasas, took to the stage today at Mayar Capital’s Annual Partners Meeting. The talks included their views of the global economy from both a geopolitical and economic lens, the impact of tariffs on global trade, and where they sees potential opportunities.

The morning discussions also included the impact of reduced global liquidity, the growth of passive investing, and how management teams with a very long term horizon can create substantial value for patient investors.

The Mayar Capital team presented the strategy's performance over the fiscal year and answered questions from investors. The event was attended by investors, partners, colleagues, and investment professionals.